NAAIM Conference - Patrick Beaudan

Patrick, a PhD in Engineering Computational Physics from Stanford, became an Investment Advisor, 12 years ago,  serving retail clients, and has created a FinTech company, Emotomy.  A visualization platform, Emotomy assists the investor to more easily and accurately envision what the investment portfolio is actually doing.  The platform automatically executes the trades, with unique features in the Client Portal.  It is an integrated system that includes all forms and documents, creating portfolios, visualization of the investments, opening accounts, making changes, portfolio explanations and discussions between client and advisor.